Uploading Nominator Attachments

If attachment(s) have been defined for the award (see Adding Award Attachments Requirements), the attachment(s) can be uploaded along with the nominator information. This step assumes you have already added the nominee and nominator information.

All attachments are uploaded to the file server and a folder is created for each nominee. The folder name is comprised of the award code, the full customer ID, the last name of the nominee, and the first name of the nominee. Individual attachments are automatically saved with a prefix of the award code and nominee’s last name.

Keep in mind that a change to the customer’s name will cause a mismatch in the attachment naming convention.

To add an attachment to the nominator record:

1. From the Nominations tab within the Nomination Summary, select Attachments from the contextual menu in the grid.
   
2. The Attachments page displays, as shown below.
   
3. If attachment requirements have been created for the award, you can select Upload Attachment from the contextual menu within the grid to upload the corresponding attachment.
   
4. Additionally, you can select +New Attachment to add an attachment.
   The Add Attachment page displays.
   
5. Select the appropriate Document Type.
   The types of documents that display is based on the attachment defined for the award. For more information, please see Adding Award Attachments Requirements.
6. Enter a Description of the attachment.
7. Select the appropriate file from the Attach a File field.
8. Select Save.
   The attachment is saved. To review the attachments at any time, select Open Attachment from the contextual menu, as shown below.
   
9. Repeat the steps above to add additional attachments.